Group Contacts into Lists
You can filter contacts in CallAction using tags, phone numbers, users, etc. and add contacts into a list. You can use these lists to apply a bulk action like adding tags, applying a drip campaign or use the as a call list for the built in sales dialer.
Basic Workflow for Adding Contacts to List
- Filter Contacts / Conversations
- Click Create List
- Saves List Automatically
You can then apply a bulk Action to list of saved filtered Contacts.
Add Contacts to a List
- Login to CallAction
- Click on Conversation view
- Filter contacts / conversations
- Click Create List
- Enter a Name for the filtered list
- Click X or apply an action.
Done, contacts now saved to a list. Learn more about applying an action to a list.
Accessing Your Lists
You can access your saved segmented lists from two places.
- Conversation view, click List button
- Inside Tools, click List
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